How do I change a payment method for a transaction that is already in Money Management?
In order to change the payment method for a transaction that is already in Money Management, simply perform the following steps:
- Click on the transaction for which you wish to change the payment method.
- The Transaction Options pop-up appears. Select Change the payment method option and click OK.
- Select the desired payment method for the transaction (Cash, Check, or Account on File) and click OK.
- Click Yes to confirm you want to change the payment method.
Once you have completed these steps, the payment method for the transaction has been changed.




